Knowledge Base
The Master Training Vault for your RevStackr System.
Core Setup
7 GuidesMaster Email Setup Guide
The definitive guide to choosing and configuring the correct email system for your specific provider and business use case.
View GuideConnecting Your Domain
Step-by-step guide to linking your custom URL to your funnels and websites.
View GuideTwo-Way Email Sync
Connect your Gmail or Outlook mailbox to sync all conversations directly with the CRM.
View GuideZoho & cPanel Email Setup
Configure Zoho, cPanel, or other providers using a dedicated subdomain for perfect reply tracking.
View GuideSetting Up Phone Numbers
Provisioning your business numbers for recorded calls and SMS marketing.
View GuideSocial Integrations
Connecting your Facebook and Instagram accounts for unified messaging.
View GuideDashboard Overview
Understanding your analytics, conversion rates, and primary system metrics.
View GuideBranding & Design
2 GuidesOperations
4 GuidesData & Lead Import
How to safely migrate your existing contact lists into the RevStackr CRM.
View GuidePipeline & Sales Logic
Mapping your sales process from initial lead to successfully closed deals.
View GuideFunnel & Website Builder
A complete walkthrough of the drag-and-drop builder for high-converting pages.
View GuidePortal Lead Parsing
Automatically importing leads from external portals directly into your CRM.
View GuideAutomations
4 GuidesMissed Call Text-Back
Setting up automated instant SMS replies so you never lose a lead again.
View GuideWorkflow Builder
An introduction to the automation engine that runs your business 24/7.
View GuideReview & Reputation
Automating the request for Google reviews from your happy customers.
View GuideExternal Integrations
Connecting RevStackr to 3rd party apps via Zapier, Webhooks, and API.
View Guide